AdFi
CL

CLEARUP LLC

SEC Registered
, https://clearupthis.com617-545-5160
Assets Under Management
Not disclosed
Employees
1
Office Locations
1 office
Total Accounts

About the firm

ClearUp LLC is a pending SEC-registered investment adviser that provides investment advisory services to eligible investors. ClearUp offers a software-based financial advice engine that delivers automated financial planning tools to help users achieve better outcomes.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

Insurance Companies

Areas of expertise

Investment AdvisoryAutomated Financial PlanningSoftware-based AdviceAsset Classes

Services

Investment management and advisory services, including a software-based financial advice engine that delivers automated financial planning tools.

Who they serve

Eligible investors

Leadership

Robert Love
CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER

Office locations

1 office in 1 states
HQ

Regulatory & compliance

CRD number
#319052
SEC Number
801-123457
Disciplinary History
No
Fee Model & Minimums
Model: Flat Fee

Data as of March 30, 2024 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CLEARUP LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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